Rejections

Jane pulls in your Teleplan Remittances every morning and will automatically send your rejected Teleplan invoices to the “Rejected” area of your Billing tab for you to review.

Filters

You can use the filters to reduce the list to just the invoices you would like to work with. Filter by insurer, by date range, but staff member. Or you can click on the blue funnel icon after a patient’s name to reduce the list to just that one patient’s invoices.

Working with Invoices

Resubmitting

To simply resubmit without making any changes, use the drop down menu at the end of the invoice line to “Mark as Unsubmitted”. From there you can work through the claim submission workflow to send the invoice back in for payment.

Removing the Insurer

To remove the insurer and return the invoice to a private charge, use the drop down menu at the end of the invoice line to “Edit Purchase”. Scroll down to the “Insurance” section and use the drop down beside the insured piece you’d like to remove.

Once you’ve removed the insurer, Jane will regenerate the invoices accordingly to a private charge.

Jane will take any user fee paid by the patient and apply it to the private charge, leaving any difference as an outstanding amount owed for that invoice.

Changing Billing/Diagnostic Codes

Use the drop down menu to “Edit Purchase”. Scroll down to the “Insurance” section and use the trash can to remove the incorrect code you need to change.

Then add back in the correct diagnosis code and billing code. Once updated the invoice will automatically be moved back to the Unsubmitted area where it can be validated and Queued and then sent back in to Teleplan for payment.